Free Support Templates
Reply templates, live chat and chatbot scripts, escalation playbooks, and out-of-office messages, ready to copy or drop straight into CRMsoftware.pro.
Available templates
Support Reply
View templateSupport Reply Templates
25 email and chat replies that put the answer first: holding reply, refund, delay, backorder, how-to, billing and solved. Word and Excel tracker.
SupportHuman Handover Playbook
View templateHuman Handover Playbook
Seven AI-to-human handover triggers with ready messages, a handover note, reply-time targets and Word and Excel files.
SupportAI Agent Persona Guide
View templateAI Agent Persona Guide
A one-page instruction brief for your AI agent: role, sources, boundaries, voice and escalation, with 6 persona examples and 10 tests. Word and Excel.
SupportFAQ Knowledge Base Starter
View templateFAQ Knowledge Base Starter
30 starter FAQ questions with answer patterns, sources, owners and review dates, a launch test, and Word and Excel files.
SupportReturn & Refund Policy
View templateReturn & Refund Policy Template
A return and refund policy for online stores and services: clause decisions, ready policy text, a customer summary and version control. Word and Excel.
SupportCustomer Satisfaction Survey
View templateCustomer Satisfaction Survey Template
Short CSAT, effort and NPS surveys for 3 moments, replies to low scores and review rules without gating. Word and Excel log that computes CSAT and NPS.
SupportLive Chat Greetings & Routing Rules
View templateLive Chat Greetings & Routing Rules
Chat greetings for 6 pages with timing and an AI disclosure, after-hours and busy messages, and a routing table with owners and response times. Word, Excel.
SupportAI Fallback & Safety Scripts
View templateAI Fallback & Safety Scripts
Fallback messages for an AI agent: honest I-don't-know replies, routes to a person, never-promise rules and a paste-in block. Word and Excel log.
SupportMultilingual Support Playbook
View templateMultilingual Support Playbook
Serve customers in several languages: coverage matrix, AI agent language rules, honest handover, approved translations and a monthly test. Word, Excel.
SupportRefund Email
View templateRefund Email Templates
14 refund emails and chat replies with intake fields: approved, partial, outside the policy, refund sent and follow-up. Word and Excel refund log.
SupportEscalation Email
View templateEscalation Email Templates
Escalation emails built on a contact tree: owner, backup, hours, deadline and fallback in every email. Manager, vendor, customer. Word and Excel.
SupportChatbot Welcome Message Examples
View templateChatbot Welcome Message Examples
Chatbot welcome messages for 21 industries, each with an AI disclosure, 3 quick replies and a never-say line. Length rule, weekly test and an Excel library.
SupportOut of Office Message Examples
View templateOut of Office Message Examples
Out of office messages for 13 occasions: vacation, holidays, sick and parental leave, conferences, weekends, leaving a job. Chat lines and an Excel away plan.
SupportAppointment Reminder Text
View templateAppointment Reminder Text Templates
Short reminder texts for each step: booking confirmation, 48-hour reminder with confirm or reschedule, same-day and no-show texts, consent rules. Excel log.
SupportMedical Appointment Reminder Text
View templateMedical Appointment Reminder Text Templates
Medical reminder texts with HIPAA and FCC rules: consent, confirmation, 2-day reminder, telehealth, recall and no-show texts, Spanish version, Excel log.
SupportVeterinary Appointment Reminder Text
View templateVeterinary Appointment Reminder Text Templates
Six veterinary appointment reminder text templates, from confirmation to vaccine-due recalls and refill reminders, that reduce no-shows and keep pets on schedule.
SupportAutomotive Service Appointment Reminder Text
View templateAutomotive Service Appointment Reminder Text Templates
Six automotive service reminder text templates, from booking confirmation to vehicle-ready alerts and service-due recalls, that cut no-shows and fill the bays.
SupportOptometry Appointment Reminder Text
View templateOptometry Appointment Reminder Text Templates
Six optometry appointment reminder text templates, from eye-exam confirmation to dilation warnings and annual-exam recalls, that reduce no-shows.
SupportDental Appointment Reminder Text
View templateDental Appointment Reminder Text Templates
Six dental appointment reminder text templates, from confirmation to the day-of nudge and hygiene recall, that cut no-shows and keep patients on schedule.
SupportSalon Appointment Reminder Text
View templateSalon Appointment Reminder Text Templates
Six salon appointment reminder text templates, from confirmation to cancellation-policy reminders and rebooking, that cut no-shows and protect your chair time.
SupportMassage Appointment Reminder Text
View templateMassage Appointment Reminder Text Templates
Six massage appointment reminder text templates, from confirmation to intake prep and rebooking, that reduce no-shows and keep your table booked.
SupportFollow-up Email
View templateFollow-up Email Templates
Follow-up emails for 8 situations when a customer goes quiet: after a quote, a meeting, a missed call, a resolved case, a no-show. Timing, stop rule, Excel.
SupportWarranty Claim Email
View templateWarranty Claim Email Templates
Six warranty claim email templates, from acknowledging a claim and requesting proof to approval, repair or replacement, a clear denial, and status updates.
SupportPassword Reset Email
View templatePassword Reset Email Templates
Six transactional account email templates, from password reset and reset confirmation to email verification, suspicious-login alerts, account lockout, and a verification code.
SupportThank You Emails to Customers
View templateThank You Emails to Customers
Thank-you emails for 9 moments, from a first order to a support case, each with a short version, timing rules and review rules without incentives. Excel.
SupportCustomer Service Script
View templateCustomer Service Script Templates
Phone and chat scripts in one flow: greeting, verification, troubleshooting, refunds, hold, escalation and closing, with QA checks. Word and Excel log.
SupportSmall Business Customer Service Script
View templateSmall Business Customer Service Script Templates
Friendly, practical customer service scripts for small business owners and their teams across phone, email, and chat.
SupportCar Sales Customer Service Script
View templateCar Sales Customer Service Script Templates
Customer service and follow-up scripts for car dealerships across the buying journey, from first inquiry to post-sale.
SupportMaternity Leave Out of Office Message
View templateMaternity Leave Out of Office Message Templates
Out of office auto-reply templates for maternity leave, from short notes to detailed handovers with a covering contact.
SupportPaternity Leave Out of Office Message
View templatePaternity Leave Out of Office Message Templates
Out of office auto-reply templates for paternity leave, from brief notes to full handovers with an alternate contact.
SupportMedical Leave Out of Office Message
View templateMedical Leave Out of Office Message Templates
Out of office auto-reply templates for medical leave that stay professional and private while pointing to a covering contact.
SupportLive Chat Welcome Message
View templateLive Chat Welcome Message Templates
Ready-to-use live chat welcome messages that open conversations, greet returning visitors, and route people to the right help.
SupportBusy Out of Office Message
View templateBusy Out of Office Message Templates
Out of office auto-reply templates for busy or heads-down periods, telling senders you have limited availability and when to expect a reply.
SupportExtended Leave Out of Office Message
View templateExtended Leave Out of Office Message Templates
Out of office auto-reply templates for extended or long-term leave, with clear return dates and a covering contact.
SupportResignation Out of Office Message
View templateResignation Out of Office Message Templates
Out of office auto-reply templates for after you have resigned or left a role, redirecting senders to the right colleague.
SupportWeekend Out of Office Message
View templateWeekend Out of Office Message Templates
Out of office auto-reply templates for weekends and after-hours, setting expectations for a reply on the next business day.
SupportEcommerce Chatbot Welcome Message
View templateEcommerce Chatbot Welcome Message Templates
Chatbot welcome messages for online stores that greet shoppers and route them to products, orders, and returns.
SupportRetail Live Chat Welcome Message
View templateRetail Live Chat Welcome Message Templates
Live chat welcome messages for retail websites that greet shoppers and route them to stock, stores, orders, and returns.
SupportConsulting Customer Service Script
View templateConsulting Customer Service Script Templates
Client service scripts for consulting firms covering scope, timelines, invoices, difficult conversations, and escalations.
SupportEcommerce Customer Service Script
View templateEcommerce Customer Service Script Templates
Customer service scripts for online stores covering orders, shipping, returns, refunds, and upset shoppers.
SupportSaaS AI Prompt
View templateSaaS AI Prompt Templates
Reusable AI prompts for SaaS teams: support replies, release notes, onboarding emails, churn saves, bug triage, and docs.
SupportCustomer Retention AI Prompt
View templateCustomer Retention AI Prompt Templates
Reusable AI prompts for customer retention: churn-risk analysis, win-back copy, renewal outreach, NPS follow-up, and loyalty offers.
SupportCustomer Apology Email
View templateCustomer Apology Email Templates
Customer apology email templates for late replies, billing errors, outages, and shipping delays. Say sorry clearly and make it right.
SupportOrder Cancellation Response
View templateOrder Cancellation Response Templates
Order cancellation response email templates: confirm a cancellation, handle refunds, out-of-stock cancels, and save offers with clear, friendly wording.
SupportWrong Item Shipped Response
View templateWrong Item Shipped Response Templates
Wrong item shipped response templates to apologize, reship the correct product, send return labels, and fix size or variant errors fast.
SupportProduct Return Response
View templateProduct Return Response Templates
Product return response email templates to approve returns, offer goodwill exceptions, handle final-sale denials, exchanges, and confirm refunds.
SupportBilling Dispute Email
View templateBilling Dispute Email Templates
13 emails and chat replies for your own customer who disputes a charge: duplicate, renewal, usage and unrecognized charges. Word and Excel log.
SupportLive Chat Canned Response
View templateLive Chat Canned Response Templates
21 saved replies for price, billing, refunds, setup, security, migration and handover, each with a shortcut, an approved source and what never to promise. Word and Excel.
SupportAI Prompts for Customer Service
View templateAI Prompts for Customer Service
20 AI prompts for support work in ChatGPT, Claude, Gemini or Copilot: replies, summaries, help articles, QA, what never to paste and an Excel test log.
SupportMissed Appointment Email
View templateMissed Appointment Email Templates
Six post-no-show follow-up emails, from a same-day gentle nudge to a no-show fee notice and a warm win-back after repeated misses.
SupportFeature Request Email
View templateFeature Request Email Templates
Replies for every feature request decision, from the first reply to a kind no and shipped, plus a 15-point assessment sheet. Word and Excel log.
SupportShipping Delay Email
View templateShipping Delay Email Templates
Shipping delay emails by cause: the heads-up before they ask, carrier, weather and customs delays, backorder notice with the US refund rule, lost parcels.
SupportRetail Chatbot Welcome Message
View templateRetail Chatbot Welcome Message Templates
Six retail chatbot welcome messages -- homepage, returning shopper, after-hours, product-finder and order-status greetings that lift add-to-cart rates.
SupportChatbot Script
View templateChatbot Script Templates
What your AI chatbot says at each step: greeting with AI disclosure, answers, questions, lead capture, booking, handoff, closing, 12 tests. Word, Excel.
SupportRetail Customer Service Script
View templateRetail Customer Service Script Templates
Retail customer service scripts for greetings, fit questions, price-match asks, returns, upset shoppers, and manager escalations. Copy, adapt, and use today.
SupportOrder Confirmation Email
View templateOrder Confirmation Email Templates
Order confirmation email templates for standard orders, shipping estimates, digital goods, preorders, cross-sells, and pending payments. Copy and adapt today.
SupportOnboarding AI Prompt
View templateOnboarding AI Prompt Templates
Six AI prompt templates for customer onboarding -- welcome emails, 30-day sequences, activation nudges, kickoff agendas, help docs, and day-30 check-ins.
SupportPayment Failed Email
View templatePayment Failed Email Templates
Six payment failed email templates for declined cards, retries, expiry, final notices, and recovery -- clear dunning copy that gets cards updated fast.
SupportService Outage Communication
View templateService Outage Communication Templates
Outage messages for chat, email and social: first notice, updates with or without an ETA, all clear, follow-up and AI agent rules. Word and Excel log.
SupportEcommerce AI Prompt
View templateEcommerce AI Prompt Templates
AI prompt templates for ecommerce teams: write product descriptions, answer order issues, recover carts, build FAQs from reviews, and handle returns.
SupportMarketing Agency Live Chat Welcome Message
View templateMarketing Agency Live Chat Welcome Message Templates
Live chat welcome message templates for marketing agencies: proactive, new-visitor, returning, quote, booking, and after-hours openers for a real agent.
SupportEcommerce Live Chat Welcome Message
View templateEcommerce Live Chat Welcome Message Templates
Live chat welcome message templates for ecommerce stores: proactive, product-finder, returning, pricing, checkout, and after-hours openers for a real agent.
SupportLive Chat Script
View templateLive Chat Script Templates
Live chat scripts for the person who takes the chat: 6 steps, sales and quote chats, silent visitors, 18 industries with never-say rules. Excel chat log.
SupportAngry Customer Live Chat Response
View templateAngry Customer Live Chat Response Templates
Chat replies for upset customers in four steps: acknowledge, one question, the fix with a time, confirm. Refund limits, abuse, handover. Word, Excel.
SupportCustomer Complaint Response
View templateCustomer Complaint Response Templates
Complaint replies by email and chat built on a 5-field record: acknowledge, one fact needed, upheld, partly upheld, not upheld, final response. Word, Excel.
SupportAppointment Booking AI Prompt
View templateAppointment Booking AI Prompt Templates
AI receptionist rules that share your booking link, prompts for intake, reschedules, reminders, no-shows and waitlists, 10 tests. Word and Excel log.
SupportInsurance AI Prompt
View templateInsurance AI Prompt Templates
Reusable AI prompts for insurance teams: a policy explainer, a quote follow-up, a claim status update, a renewal reminder, an objection reply, and a coverage comparison.
SupportOut of Stock Response
View templateOut of Stock Response Templates
Six out-of-stock reply email templates, from a restock ETA and backorder option to a substitute suggestion, restock alerts, an apology discount, and pre-order.
SupportSubscription Cancellation Response
View templateSubscription Cancellation Response Templates
Cancellation replies that confirm the end date and last charge, make one honest pause offer, ask why and handle refunds, with the law explained. Word, Excel.
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